Lead capture and follow-up
Every inquiry logged in your CRM, answered quickly and followed up until someone replies. Faster first replies to new leads.
Workflow automation services Leads, quotes and invoices that move on their own.
We map the steps your team repeats every week, automate the ones that follow rules, and keep a person in the loop where judgment matters.
Good people, stuck doing copy and paste.
Workflow automation services take the repetitive, rule-following steps out of your team’s week: lead follow-up, quotes, invoicing and client handovers. For founders, growing businesses and agencies, CB Consulting Group maps the process, builds automations on the tools you already use through Make, Zapier, n8n or custom code, and hands over documentation and alerts.
In most growing businesses, the same data is typed in two or three times. Inquiries sit in an inbox until someone has a spare moment. Quotes are built by hand, invoices are chased by memory, and handovers between sales and delivery rely on someone remembering to send an email.
None of it is difficult. It is just slow, easy to get wrong, and it grows with every new customer. Automation takes the rule-following steps off your team, so they spend their time on the work that needs a person.
What you get.
Working automations, not a report about them. Each one is built in accounts you own, documented in plain English and handed over properly.
- A map of your current process and where time is lost
- Automations built on the tools you already use, or custom code where they fall short
- AI steps where they help, such as reading emails, sorting inquiries or drafting replies
- Alerts and checks so nothing fails quietly
- Plain-English documentation and a handover to your team
- Optional monitoring and support once it is live
How it works.
Small releases you can try with your team as we go, starting with the workflow that costs you most.
Step 1
Map
We walk through the process with the people who do it, step by step, and measure where the time goes today.
Step 2
Design
We agree which steps to automate, where a person signs off, and how we will know it is working.
Step 3
Build and test
We build on your existing tools, test with real examples and run it alongside the old way until you are confident.
Step 4
Hand over and run
Documentation, a walkthrough for your team and alerts in place. Then monitoring, tuning and the next workflow.
Typical workflows we automate.
Common starting points.
Quotes and proposals
Quotes built from your price list and sent for approval in a few clicks, instead of rebuilt by hand. Quotes go out the same day.
Invoicing and payment chasing
Invoices raised when work is signed off, with polite reminders that stop when payment arrives. Less time spent chasing late payments.
Client onboarding and handovers
New clients set up across your tools, with the delivery team briefed automatically. Fewer missed steps when a new client starts.
Who it’s for.
Teams losing hours to copy and paste, chasing and re-keying the same data. We work remotely with US businesses, UK businesses and clients worldwide.
Questions about workflow automation services.
More general questions are answered on the services page, and pricing is set out there too.
Which tools do you work with?
Whatever you already use where possible: your CRM, email, accounts, forms and project tools, connected through automation platforms such as Make, Zapier and n8n, or through custom code.
What if an automation breaks?
Every workflow has checks and alerts, so failures are flagged to a named person rather than lost. Documentation explains what to do, and we offer ongoing support if you want us to watch it for you.
Will automation replace people on our team?
That is rarely the aim. Most clients use the time saved for work they never had time for, such as following up, serving customers or growing. People stay in the loop wherever judgment matters.
How long does a first automation take?
A single workflow is often live within a few weeks, depending on the tools involved and how clean the data is. We will give you a fixed scope and price before we start.
Do we own the automations?
Yes. They run in accounts in your name and come with documentation, so you are never locked in to us. You own all the code and intellectual property we build for you.
What is business process automation?
Business process automation means using software to handle the rule-following steps in a process, such as logging a lead, building a quote, raising an invoice or briefing the delivery team, so people only step in where judgment matters. It usually connects the tools you already use rather than replacing them.
Zapier vs Make vs n8n: which do I need?
It depends on your tools, your volumes and how much control you need over hosting and data. All three connect common business apps, but they differ in pricing, flexibility and where they run. We work with Make, Zapier and n8n, recommend the one that fits once we have mapped your process, and use custom code where none of them is enough.
Workflow automation starts with the task your team dreads every week.
A 30-minute call with a senior technologist. We’ll tell you honestly whether it is worth automating.